Diane Blackwelder
Charleston Financial Advisors · Charleston, South Carolina
Diane Blackwelder is a fee-only financial advisor at Charleston Financial Advisors in Charleston, South Carolina, who holds the CFP credential. Charleston Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Charleston Financial Advisors |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $262.4M across 643 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, NC, SC, TX · CRD 2246611 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.charlestonfinancial.net |
How Diane's firm compares
- Charleston Financial Advisors's average account is about $408,000, from its Form ADV (assets managed divided by 643 accounts).
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Questions about Diane
Is Diane Blackwelder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diane holds no broker registration, and Charleston Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Diane charge for financial advice?
Diane's firm, Charleston Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Diane Blackwelder based?
Diane Blackwelder is based in Charleston, South Carolina.
What credentials does Diane Blackwelder hold?
Diane Blackwelder holds the CFP credential.
Is Diane Blackwelder registered with the SEC?
Yes. Diane Blackwelder is registered as an investment adviser representative in GA, NC, SC and TX (CRD 2246611), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Charleston Financial Advisors manage?
Charleston Financial Advisors reports $262.4M across 643 accounts in assets under management.
How do I contact Diane Blackwelder?
Through Diane's website, www.charlestonfinancial.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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